RMD Detail is a report module that focuses on the projected Required Minimum Distributions throughout the plan. RMD obligations are broken down by client and qualified account type. Obligations for like-registered accounts with the same owner are consolidated into a single annual RMD figure.
The first page of the module includes a chart as well as the following Key Highlights:
Total RMDs (Household) is the total projected Required Minimum Distributions incurred by the household throughout the plan.
Total RMDs (Client) is the total projected Required Minimum Distributions incurred by each client throughout the plan.
Client starts RMDs in is the year in which each client is projected to begin the period in which distributions will be required from qualified accounts, excluding employer-sponsored plans for those clients who are still working.
The following pages of the module include a data table that gives specific projected annual RMDs by client/account type as well as totals by year and client/type. All ages shown are as of year-end.
Standard disclosures are provided in the footer, as well as additional disclosures specific to this illustration in the Disclosures section at the end of the report.
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